Also known as CCWM
Citrin Cooperman Wealth Management (CCWM) is a wealth management firm based in New York, New York. Established in 1997, the firm provides multi-family office services, personal financial planning services, and wealth preservation services to its clients. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).
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Citrin Cooperman Wealth Management is a wealth manager based in New York, United States, managing approximately $1.0B in assets.
Citrin Cooperman Wealth Management is headquartered in New York, United States.
Citrin Cooperman Wealth Management manages approximately $1.0B in assets under management.
Citrin Cooperman Wealth Management was founded in 1997.
Citrin Cooperman Wealth Management focuses on Venture Capital, Private Equity, Investment Funds, AI/Robotics/Machine Learning, Augmented & Virtual Reality (AR & VR), Big Data, Cloud Infrastructure, Cybersecurity.
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